Resources

Retired and no longer receiving a paycheck? Learn how to manage estimated tax payments using retirement account withholdings, avoid penalties, and optimize your tax strategy with smart planning.

Learn how realizing capital gains in retirement can trigger hidden taxes—from Social Security and Medicare premiums to state taxes and the Net Investment Income Tax. Discover smart strategies to avoid costly surprises.

Paul Brahim, managing director, SVP, shares his thoughts on the value of a bond in the Pittsburgh Post-Gazette.  Click Here to Read the Full Article.

Wondering how much income you’ll have in retirement? Learn how to estimate your monthly retirement paycheck by analyzing assets, forecasting growth, calculating Social Security benefits, and projecting future taxes—with expert insights and tools like RealityCheck™.

Choosing the right target date fund is key to building a strong retirement plan for your employees. Learn how to evaluate glide paths, QDIA options, and fund strategies to support long-term success.